Legacy Financial Advisors, Inc. GQI Holdings History
Number of Shares
329,520.00
Current Holdings Value*
$16.91 Mil
% of Portfolio
2.83%
Total Estimate Gain
$371,658.67
% of Total Estimate Gain
2.15%
Legacy Financial Advisors, Inc.'s Natixis Gateway Quality Income ETF Holding Summary
As of 2025-03-31, Legacy Financial Advisors, Inc. held 329,520.00 shares of Natixis Gateway Quality Income ETF(GQI), totaling $16.91 Mil. This investment constitutes 2.83% of their stock portfolio, and Legacy Financial Advisors, Inc. now holds 12.63% of the outstanding Natixis Gateway Quality Income ETF(GQI) stock.
The initial trade took place in 2024Q1. And since then Legacy Financial Advisors, Inc. has made 5 purchases of GQI, at an average price of $52.43, for a total of 329,520.00 shares. Based on historical transaction data and GQI's current price of $53.56, Legacy Financial Advisors, Inc.'s estimated gain on his GQI holdings is $371,658.67, reflecting a 2.15% gain to date.
Legacy Financial Advisors, Inc. GQI ($53.56) Holding Chart
Legacy Financial Advisors, Inc. GQI ($53.56) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
Top Ranked Articles
- 1